Advisors at this firm
Didya B
Series 66
Katy, TX
Encompass Advisory Services, LLC
Didya Bianchi is a financial advisor at Encompass Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Encompass. Outside of her advisory role, she owns and manages Bianchi Home Inspections and is involved in real estate brokerage through Venture Realty LLC. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm provides financial planning, consulting, investment management, and estate-document facilitation, tailoring portfolios across various securities and offering both discretionary and non-discretionary management.
Nathan D
Series 63, Series 65
Katy, TX
Encompass Advisory Services, LLC
Nathan Dagley is a financial advisor with Encompass Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Encompass Advisory Services since 2016 and has extensive experience in insurance through his roles at Dagley Insurance Agency and related entities. Outside of his advisory role, Dagley is involved in managing a youth sports club and has founded a safe driving mobile app. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored financial planning, investment management, and estate-document facilitation, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles and offering both discretionary and non-discretionary management options.
Derek S
CFP®, ChFC®, Series 63, Series 66
Katy, TX
Encompass Advisory Services, LLC
Derek Sensenig is a CFP® and ChFC® with 14 years of industry experience. He is currently a financial advisor at Encompass Advisory Services, LLC and has held prior roles at The Leaders Group Inc, AE Wealth Management, and Roberts Wealth Management. In addition to his advisory work, he is a practicing professor at Kansas State University, teaching master’s and PhD level courses, and he writes peer-reviewed articles for various journals. Encompass Advisory Services serves individuals, retirement plans, trusts, estates, charitable organizations, and business clients by providing financial planning, investment management, and estate-document facilitation. The firm customizes portfolios using a mix of mutual funds, ETFs, individual securities, and occasional private placements, offering both discretionary and non-discretionary management.
Thomas P
Series 66
Fort Worth, TX
Encompass Advisory Services, LLC
Thomas Payne is a financial advisor at Encompass Advisory Services, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperitas Wealth Management and Investors Capital Corp. Outside of his advisory role, Payne is also an independent insurance agent specializing in life, disability, and long-term care insurance. Encompass Advisory Services serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, consulting, investment management, and estate-document facilitation. The firm uses a tailored investment approach across multiple asset types and offers both discretionary and non-discretionary management services.
Jason C
CFP®, Series 63
Katy, TX
Encompass Advisory Services, LLC
Jason Ceyanes is a CFP® professional with 14 years of industry experience, currently serving at Encompass Advisory Services, LLC. He has held roles at The Leaders Group Inc. and MWA Financial Services Inc., and teaches a personal money management course at the University of Houston – Clear Lake. Encompass Advisory Services provides financial planning, consulting, investment management, and estate-document facilitation for individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management.
John P
Series 63, Series 65
Katy, TX
Encompass Advisory Services, LLC
John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lakewood Capital Management and Mirex Aquapure Solutions. Outside of finance, he serves as Director of Production and Strategic Sales Manager at Zoombang, a company producing protective performance undergarments for professional sports leagues. Encompass Advisory Services serves individuals, retirement plans, trusts, estates, charitable organizations, and business clients with financial planning, consulting, investment management, and estate-document facilitation. The firm customizes portfolios using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management.
Scott H
Series 65, Series 66
Katy, TX
Encompass Advisory Services, LLC
Scott Hansen is a financial advisor with Encompass Advisory Services, LLC, holding Series 65 and Series 66 licenses and 22 years of industry experience. His prior work includes seven years at Allstate Insurance Company. Outside of his advisory role, Hansen operates an independent insurance agency and provides small business consulting through Elite Resources. Encompass Advisory Services serves individuals, retirement plans, trusts, estates, charitable organizations, and business clients with financial planning, investment management, and estate-document facilitation. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers both discretionary and non-discretionary management services.